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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	RIM Rainier Investment Management Seattle, Washington	$256M	-$92.6M	4	3.95%	Reduced
302	FQ First Quadrant Glendale, California	$251M	-$23.9M	9	5.59%	Reduced
303	Mitsubishi UFJ Asset Management Tokyo, Japan	$251M	+$1.22M	9	6.45%	Increased
304	AGF Investments Inc Toronto, Ontario, Canada	$249M	-$7.81M	5	2.44%	Reduced
305	Zevenbergen Capital Investments Edmonds, Washington	$248M	+$12.8M	2	8.73%	Increased
306	Nomura Asset Management Tokyo, Japan	$246M	-$6.19M	10	4.54%	Reduced
307	Fort Washington Investment Advisors Cincinnati, Ohio	$243M	-$15.9M	6	4.72%	Reduced
308	WP Wedgewood Partners St Louis, Missouri	$243M	+$12.3M	1	4.24%	Increased
309	Natixis Advisors Boston, Massachusetts	$242M	+$23.2M	9	3.46%	Increased
310	HI Honeywell International Charlotte, North Carolina	$241M	+$34.7M	4	5.54%	Increased
311	KCM Kensico Capital Management Greenwich, Connecticut	$239M	+$13.4M	1	4.94%	Increased
312	City National Bank Beverly Hills, Delaware	$238M	+$74.9M	5	2.17%	Increased
313	SC Stralem & Co New York	$234M	-$128M	3	7.99%	Reduced
314	PIM Profit Investment Management North Bethesda, Maryland	$234M	-$22.8M	7	11.21%	Reduced
315	SCCM Schafer Cullen Capital Management New York	$230M	-$5.45M	2	2.12%	Reduced
316	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$228M	-$23.6M	2	3.88%	Reduced
317	EdgePoint Investment Group Toronto, Ontario, Canada	$228M	-$11.9M	1	5.28%	Reduced
318	WIM Weitz Investment Management Omaha, Nebraska	$227M	+$4.08M	3	6.87%	Increased
319	Regions Financial Corp Birmingham, Alabama	$227M	-$5.04M	8	2.78%	Reduced
320	Soroban Capital Partners New York	$227M	+$214M	1	1.29%	New
321	Parnassus Investments San Francisco, California	$227M	+$3.87M	2	1.98%	Increased
322	Mawer Investment Management Calgary, Alberta, Canada	$226M	-$40.3M	2	3.01%	Reduced
323	DFO Duquesne Family Office New York	$226M	-$142M	1	16.12%	Reduced
324	GAM GVO Asset Management Zug, Switzerland	$225M	+$225M	2	24.61%	New
325	Winton Group London, United Kingdom	$223M	+$218M	6	1.52%	New